AMD says datacenter still king for profit margins amid AI buzz CFO talks GPU development, strategy and market dynamics at Nasdaq Investor Conference Systems17 Jun 2024 |
AMD reveals the MI325X, a 288GB AI accelerator built to battle Nvidia's H200 Computex House of Zen hopes to catch its AI rival by moving to a yearly release cadence Systems03 Jun 2024 | 1
AMD's CFO Jean Hu talks CPUs, GPUs and the road ahead Surging demand, the AI plan, and spinning FPGAs into gold Systems24 May 2024 | 1
Nvidia beats market expectations again, but for how long? 262% topline increases won't last forever, amid market worries that mega AI investments won't pay off... Systems23 May 2024 | 16
Nvidia's future in scientific computing hinges on a melding of AI and HPC Analysis But if they can't, AMD is well positioned to mop up HPC22 May 2024 | 2
Nvidia chief Huang given 60% pay increase amid AI hysteria After a smashing fiscal '24, we're surprised he didn't get more Systems16 May 2024 | 11
You OK, Apple? Seriously, your silicon lineup is … a mess Comment M4? The M3 is barely six months old, and what about all those Macs still stuck on the M2? When will they get some love? Systems13 May 2024 | 63
Aurora breaks the exaFLOPS barrier but falls short of the final Frontier once again ISC With LLNL's AMD-powered El Capitan on the horizon, time is running out for Intel's Aurora to claim number 1 spot HPC13 May 2024 | 6
CoreWeave plows £1B into UK HQ and datacenters as it eyes European expansion Ah, just nod and smile when they talk about Britain and Europe Off-Prem13 May 2024 | 5
AMD datacenter sales surge 80% in Q1 despite market's lukewarm reception Chip giant forecasts strong GPU growth amid mixed financial results Systems01 May 2024 |
China's mega-telcos are spending billions on AI servers China Mobile alone wants almost 8,000 machines Systems24 Apr 2024 | 8
AI cloud startup TensorWave bets AMD can beat Nvidia Starts racking MI300X systems - because you can actually buy them and they beat the H100 on many specs Systems16 Apr 2024 | 5
Dell shaves months off lead times for GPU-powered AI servers TSMC turns advanced packaging production knob to 11 HPC11 Apr 2024 | 2
Next-gen Meta AI chip serves up ads while sipping power Fresh silicon won't curb Zuck's appetite for GPUs just yet On-Prem10 Apr 2024 | 6
Intel Gaudi's third and final hurrah is an AI accelerator built to best Nvidia's H100 Intel Vision Goodbye dedicated AI hardware and hello to a GPU that fuses Xe graphics DNA with Habana chemistry Systems09 Apr 2024 | 1
AMD to open source Micro Engine Scheduler firmware for Radeon GPUs And it was all thanks to peer pressure Systems05 Apr 2024 | 12
Lambda borrows half a billion bucks to grow its GPU cloud Will buy tens of thousands of Nvidia's prized accelerators, which will be collateral for the loan PaaS + IaaS05 Apr 2024 | 8
Stability AI reportedly ran out of cash to pay its bills for rented cloudy GPUs Generative AI darling was on track to pay $99M on compute to generate just $11M in revenues AI + ML03 Apr 2024 | 22
Overclocking muddies waters for Nvidia's redesigned RTX 4090 and US sanctions Cut-down chips get a big boost Systems29 Mar 2024 | 4
Standardization could open door to third-party chiplets in AMD designs Video Domain-specific accelerators are 'essential to progress' it claims, and a chiplet ecosystem is one way forward Systems27 Mar 2024 | 2
What Nvidia's Blackwell efficiency gains mean for DC operators Analysis Air cooling's diminishing returns on full display with Nv's B-series silicon Systems27 Mar 2024 | 4
Nvidia software exec Kari Briski on NIM, CUDA, and dogfooding AI Interview A RAGs to riches story AI + ML26 Mar 2024 |
Tiny Corp launches Nvidia-powered AI computer because 'it just works' Startup slams AMD for buggy firmware Personal Tech25 Mar 2024 | 9
AI bubble or not, Nvidia is betting everything on a GPU-accelerated future Comment LLMs powering generative AI may be moving GPUs, but Huang and co already looking at next big opportunity Systems25 Mar 2024 | 7
One rack. 120kW of compute. Taking a closer look at Nvidia's DGX GB200 NVL72 beast GTC 1.44 exaFLOPs of FP4, 13.5 TB of HBM3e, 2 miles of NVLink cables, in one liquid cooled unit Systems21 Mar 2024 | 22
Nvidia turns up the AI heat with 1,200W Blackwell GPUs Five times the performance of the H100, but you'll need liquid cooling to tame the beast Systems18 Mar 2024 | 17
How to run an LLM on your PC, not in the cloud, in less than 10 minutes Hands on Cut through the hype, keep your data private, find out what all the fuss is about Systems17 Mar 2024 | 88
NASA missions are being delayed by oversubscribed, overburdened, and out-of-date supercomputers Flagship facility has just 48 GPUs Public Sector15 Mar 2024 | 41
India plans 10,000-GPU sovereign AI supercomputer Puts $1.2 billion on the table for AI skills and local LLMs, tells private enterprise it expects help Public Sector08 Mar 2024 | 5
Desktop GPU shipments jumped by a third – no thanks to AI PCs Prices stabilized, so buyers opened their wallets AI + ML06 Mar 2024 | 6
Nvidia now plays kingmaker in the server court, says Omdia AI's appetite for compute means general refreshes stalled as customer used budgets elsewhere On-Prem05 Mar 2024 | 1
Dell exec reveals Nvidia has a 1,000-watt GPU in the works Hot and hungry, yet direct liquid cooling may not be required On-Prem05 Mar 2024 | 19
HPE blames GPU shortage for contributing to unexpected sales slide Even when Nvidia delivers, customers struggle to get datacenters ready to handle the heat On-Prem01 Mar 2024 | 4
Nvidia revenue grows 265 percent with more to come as new GPUs and Ethernet near Jensen Huang defends colossal GPU purchases made by hyperscalers, claims they're 'fairly allocated' Systems22 Feb 2024 | 3
What's going on with Eos, Nvidia's incredible shrinking supercomputer? Updated It'll have 10K GPUs! No, 4,608! Err... 2,816? HPC19 Feb 2024 | 11
Upstart retrofits an Nvidia GH200 server into a €47,500 workstation Of course it's bristling with Noctuas – how else do you cool a 1kW desktop? Personal Tech14 Feb 2024 | 11
Nvidia reckons this itty-bitty workstation GPU won't run up your power bill Pulls off RTX 2000 Ada's mask, gasp – it's you, RTX 4060 AI + ML12 Feb 2024 |
Nvidia wants a piece of the custom silicon pie, reportedly forms unit to peddle IP Don't want a GPU? How about some intellectual property or design help? Systems09 Feb 2024 | 1
CableMod recalls angled GPU power adapters to prevent fiery surprises Keep your graphics cards safe, people Systems09 Feb 2024 | 11
Think tank funded by Big Tech argues AI’s climate impact is nothing to worry about Sure, datacenters consume lots of energy. But maybe they'll invent stuff that helps Off-Prem07 Feb 2024 | 12
Where there's a will, there's a way to get US chips into China Buy 'em, rent 'em, smuggle 'em – export restrictions don't cover illegitimate means Systems05 Feb 2024 | 10
Untangling Meta's plan for its homegrown AI chips, set to actually roll out this year So that's where all the laid-off semiconductor engineers went! AI + ML02 Feb 2024 | 11
AMD bets demand for its MI300 accelerator will balance dips across other product lines Chip biz aims to sell $3.5 billion worth of its Instinct GPUs and APUs in 2024 alone On-Prem31 Jan 2024 | 2
AI PC hype seems to be making PCs better – in hardware terms, at least Comment 16GB of RAM should be enough for anyone that wants to run models locally. GPUs, NPUs and more kit will be needed, too Personal Tech23 Jan 2024 | 40
Zuckerberg wants to build artificial general intelligence with 350K Nvidia H100 GPUs Maybe the AGI can finish that Metaverse, haha – oh wait, they're serious AI + ML20 Jan 2024 | 49
Reports that China's military uses Baidu's AI lead to stock plunge Web giant retorts that researchers simply used its publicly available APIs AI + ML15 Jan 2024 | 10
Big Cloud deploys thousands of GPUs for AI – yet most appear under-utilized If AWS, Microsoft, Google were anywhere close to capacity, their revenues would be way higher PaaS + IaaS15 Jan 2024 | 7
Nvidia can't sell its best chips to China, but India is more than happy to take them Datacenter biz plans to deploy 32,000 Nvidia H100 and H200s next year Systems12 Jan 2024 | 1
Nvidia gives RTX 40 series a Super refresh as AI PC hype takes off CES Is it a bird? Is it a plane? No, it's GPUs with slightly better specs Personal Tech09 Jan 2024 | 3
AMD brings its AI engines to the desktop with Ryzen 8000G APUs, RX 7600 XT graphics cards CES The House of Zen's aging Ryzen 5000 processors get some love too Systems08 Jan 2024 | 2
Nvidia slowed RTX 4090 GPU by 11 percent, to make it 100 percent legal for export to China For now Personal Tech28 Dec 2023 | 34
Why Nvidia and AMD are roasting each other over AI performance claims Analysis My card could beat up your card On-Prem21 Dec 2023 | 16
China's GPU contender Moore Threads reveals card that can cope with Nvidia’s CUDA MTT S4000 GPU isn't super-fast, but the 'kilocard cluster' design supporting it looks interesting Systems20 Dec 2023 | 23
AMD slaps together a silicon sandwich with MI300-series APUs, GPUs to challenge Nvidia’s AI empire Chips boast 1.3x lead in AI, 1.8x in HPC over Nv's H100 Systems06 Dec 2023 | 8
Fujitsu says it can optimize CPU and GPU use to minimize execution time SC23 Demos its Adaptive GPU Allocator as global shortage of geepies grinds on Systems13 Nov 2023 | 4
Don't worry about those new export rules, China – Nvidia's already got more sanctions-compliant GPUs for ya Chips limbo-dance right under Biden's performance limits AI + ML09 Nov 2023 | 10
Desperately seeking GPUs? AWS will let you reserve instances in advance – no refunds Better make sure you really need it on the day. Paid upfront and no modifications to orders allowed AI + ML01 Nov 2023 | 1
Voltage Park to deploy $500M worth of Nvidia H100s to milk that AI hype At $1.89 an hour per GPU, you too can have ML compute for the low, low price of just $68M a year Systems30 Oct 2023 |
$6.2B in profit wasn't enough: Nvidia hikes GeForce Now prices for Canada and Europe Cites 'increased operational costs' but whatever they are US gamers aren't impacted Off-Prem17 Oct 2023 | 10
Intel offers $179 Arc A580 GPU to gamers on a budget 640K, sorry, 1080p ought to be enough for anybody Personal Tech11 Oct 2023 | 25
Microsoft reportedly runs GitHub's AI Copilot at a loss Analysis Redmond willing to do its accounts in red ink to get you hooked CxO11 Oct 2023 | 6
French monopoly cops raid Nvidia office in cloud probe Updated AI accelerator maker suspected of potential anti-competitive tricks CxO28 Sep 2023 | 3